LFA

Legacy Financial Advisors Portfolio holdings

AUM $726M
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.81M
3
+$1.51M
4
X
US Steel
X
+$682K
5
XC icon
WisdomTree True Emerging Markets Fund
XC
+$648K

Top Sells

1
+$4.18M
2
+$3.89M
3
+$3.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$845K
5
AAL icon
American Airlines Group
AAL
+$708K

Sector Composition

1 Technology 13.65%
2 Financials 9.49%
3 Healthcare 5.53%
4 Consumer Staples 4.91%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$366K 0.06%
26,874
+3,283
252
$365K 0.06%
5,145
+1,698
253
$364K 0.06%
837
+76
254
$364K 0.06%
+20,000
255
$361K 0.06%
4,649
-3
256
$361K 0.06%
705
+21
257
$352K 0.06%
1,720
-803
258
$344K 0.06%
3,773
+330
259
$343K 0.06%
3,271
+333
260
$332K 0.06%
4,040
+209
261
$330K 0.06%
1,297
-81
262
$323K 0.05%
3,226
263
$322K 0.05%
12,902
+11
264
$321K 0.05%
115,196
-45,880
265
$319K 0.05%
1,309
+42
266
$314K 0.05%
7,000
267
$308K 0.05%
1,163
+25
268
$305K 0.05%
6,079
-1,231
269
$303K 0.05%
+3,614
270
$302K 0.05%
35,000
271
$301K 0.05%
1,384
+195
272
$299K 0.05%
3,602
-187
273
$297K 0.05%
1,722
+4
274
$297K 0.05%
1,170
+43
275
$295K 0.05%
4,000
9 10
11
12 13